INVESTMENT SUITABILITY PROFILE QUESTIONNAIRE  
Email *
NAME *
AGE *
Mobile No. *
PAN CARD 
Address
Investment Period *
I consider myself to be knowledgeable about investments and financial matters  
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How secure do you think is your current and future income?  
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Which of the following statements best describes your investment objective?  
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Required
Which of the following statements is true about your current savings / investments?  
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I am comfortable with investments that may frequently experience large declines in value if there is a potential for higher return
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We have outlined the most likely best-case and worst-case annual returns of four hypothetical investment plans. Which range of possible outcomes is most acceptable to you? Annual Average, Best Case, Worst Case  
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Do you have any loans for which monthly EMI is being paid?  
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Are you comfortable with a part of your portfolio invested in equity related products which can be volatile and may result in negative returns, especially in the short term?  
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Are you looking for any fixed return investment option?  
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Do you believe in Insurance? Do you have it?  
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If we conduct seminar on financial Investor Awareness / Literacy – Are you interested in attending the seminar?  
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